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  Name: IRONWOOD WEALTH MANAGEMENT INC.
  City: HURRICANE
  State: WV
  Zip: 25526
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $190,741,000
  Total Value Change : $7,958,000
  Securities Held Change : 0
   
All Securities Held : 22
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 4
  Decreased Positions : 5

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BKLN)1 Year Chart         BKLN Powershares Senior Loan Por... 1 - $21.22 $21,128,000 1,000,871 11.08% 604,000 32,281 0.323    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 2 - $0.00 $20,723,000 412,069 10.86% 373,000 7,733 0.046    N/A
   (PULS)1 Year Chart         PULS Pgim Ultra Short Bond Etf 3 - $49.62 $18,403,000 371,373 9.65% 415,000 7,987 0.093    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 6 - $110.88 $15,361,000 144,766 8.05% 256,000 334 0.025    Closed - End Fund - E...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 10 - $131.81 $10,587,000 83,084 5.55% 418,000 1,173 0.052    Closed - End Fund - E...
   (IVLU)1 Year Chart         IVLU Ishares Edge Msci Intl Valu... 11 - $29.24 $8,038,000 286,561 4.21% 456,000 660 0.118    N/A
   (SJNK)1 Year Chart         SJNK Spdr Barclays Capital Short... 12 - $24.91 $7,198,000 289,554 3.77% 18,000 4,980 0.219    N/A
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 13 - $77.30 $6,970,000 94,018 3.65% 290,000 1,971 0.005    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 14 - $93.91 $4,625,000 47,330 2.42% 777,000 265 0.002    Closed - End Fund - E...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 15 - $42.18 $3,876,000 95,463 2.03% 288,000 222 0.001    Closed - End Fund - E...
   (DOW)1 Year Chart         DOW DOW Inc 17 - $59.06 $77,000 1,315 0.04% 47,000 763 0    Diversified Chemicals
   (DD)1 Year Chart         DD DuPont de Nemours Inc 18 - $78.22 $64,000 842 0.03% 22,000 290 0    Diversified Chemicals
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 20 - $57.13 $31,000 544 0.02% 19,000 280 0    N/A
      13 Records Found
  1    
Page 1 of 1
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